Data calculation Allocation to respective months

Need help Database
1

Hi,
I am very new to programming world and hence I have many questions.
I am creating a form where user needs to login and add their expenses as shown in the below wireframe

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Now when they add, it will go into the “Expense” table which I can do through workflow. However I want to get monthly spend to be displayed on the dashboard and also for forecasting purposes. So I am planning store this in a monthly format in a different table which is “Monthly Expenses”.

I need help to build the workflow logic to do monthly apportionment when “Add” button is clicked and inserted into the “Monthly Expense” table.

Thanks for the great support as always.

2

Don’t create monthly expenses table , rather use “group by” features to group the expense by month.

Ankur@ Nocodetalks
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3

Thanks for the suggestion @ankur1 . The reason why I have planned to store the data separately
is for the performance reasons (also from UX). When we are dealing with large data sets say 500k records/customer (in a multi tenant app) that we use to generate another 500k forcasted estimates then the system could take a long time to load. If can have this forecast generated and stored in the Data base it is easier to render into the platform.

Please feel free to suggest. Thanks

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